IICHX Mutual Fund

IICHX Mutual Fund

NAV$12.55
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Returns Overview

1 Month
+1.40%
3 Months
+2.07%
6 Months
+6.40%
YTD
+9.02%
1 Year
+18.41%
3 Years (annualized)
+15.14%
5 Years (annualized)
+11.95%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IICHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+9.41%
vs Peers
-0.39%

IICHX Mutual Fund Performance

IICHX performance across multiple time periods: 1-month 1.40%, YTD 9.02%, 1-year 18.41%, 3-year 15.14%, 5-year 11.95%, 10-year 13.50%.

IICHX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

IICHX vs another fund shows side-by-side returns. IICHX alternatives are available in the Mutual Fund Screener.